Frank Lumber Co., Inc. Retirement And Savings Plan
Sponsored by Frank Lumber Co., Inc. · EIN 205610768 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 141
- With balances
- 156
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Custodial (securities), Investment advisory (plan), Investment management | $31,529 |
| Kernutt Stokes | Accounting | $18,700 |
| Deborah L. Patten Cpa Llc | Recordkeeping | $8,250 |